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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,118 | $89,364-86.4% | $141,177-91.4% | $72,983-83.4% |
| Participation rate | 64.3% | 75.1%-10.8pp | 82.5%-18.2pp | 69.5%-5.2pp |
| Annual return | 19.21% | 111.86%-92.6pp | 71.40%-52.2pp | 81.01%-61.8pp |
| Employer contribution / active EE | $1,582 | $3,115-49.2% | $4,736-66.6% | $2,440-35.2% |
| Participant deferral / active EE | $2,387 | $5,419-55.9% | $6,710-64.4% | $3,608-33.8% |
| Admin fee / account holder | $0 | $5,959-100.0% | $10,263-100.0% | $5,124-100.0% |